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Our approach

We combine analytical rigor with process expertise, helping specialist advisory firms improve operational efficiency and grow revenue. We have over a dozen years of experience partnering with our clients to implement customized solutions by leveraging industry best practices, technology automation and our global pool of subject matter experts.

How we are different

Industry pioneers in Investment Banking Analytics with over 15 years’ experience working with leading investment banks and advisory firms

Extensive expertise meeting front-office needs of over 70 clients, including global bulge-bracket banks, mid-market banks, regional banks, and boutique advisory firms

Customized coverage for clients including weekend support, extended hours coverage, and language support

Support services to help Compliance teams at investment banks rigorously monitor their controls and enable them to meet strict regulatory requirements at a reduced cost of compliance

Diverse capabilities in developing and implementing cutting-edge technology solutions to improve efficiency and turnaround time on a wide variety of investment banking tasks

Business Information Services and presentation and graphics support, creating a comprehensive offering for investment bankers

What we have done

IB Analytics for a Europe Based Investment Bank
What we are proud of

$500m

in cost savings since 2003

30%

reduction in turnaround time for standard pitch books through automation

Integrated IB Analytics and BIS for Asia-Focused Mid-Size Investment Bank
What we are proud of

>95,000

projects delivered

>$6m

annualized savings per annum

Business Information Services for Asia-focused Mid-Size Investment Bank
What we are proud of

>57,000

projects delivered

~$2m

per annum savings on MDS cost savings p.a

Portfolio Research and Operations for an Institutional Asset Manager
What we are proud of

$1.4M

in annualized savings

80%

faster turnaround time

US-based Commercial Bank
What we are proud of

$6m

in savings

18-20%

more client facing time

Financial Spreading Support for a Top 10 Canadian Bank
What we are proud of

40-50%

in annualized cost savings

20%

faster decisions on new loans

Equity Research for a Europe Based Investment Bank
What we are proud of

$15-18 M

annualized cost savings

15%

technology-driven efficiencies

Our perspective on Specialist Advisory Firms

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Meet our experts

Adrian Wright

Head of Investment Banking, Private Equity and Consulting Business Development

Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA. He has been with the firm for four years, prior to which he spent 13 years working for Rothschild and RBS in London and Sydney. He has a deep knowledge of financial markets, having originated and executed over USD 50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.

Adrian Wright

Head of Investment Banking, Private Equity and Consulting Business Development

Anish Ailawadi

Director, Global Head of Investment Banking

Anish has been with Moody's Analytics Knowledge Services for over 13 years and presently heads the Investment Banking vertical. He is based out of our Gurgaon office and oversees delivery teams and client engagements for various bulge-bracket banks, mid-size banks, regional banks, advisory and boutique firms across M&A, Industry Coverage, Debt Capital Markets, Equity Capital Markets, Loan Syndications and Leveraged Finance. During his tenure, he also set up a shared services center for one of his clients in India. Anish is a Chartered Accountant from the Institute of Chartered Accountants of India and has done his Bachelors in Commerce from Delhi University.

Anish Ailawadi

Director, Global Head of Investment Banking

Miriam Manrique

Director and Country Head Costa Rica

Miriam has over 15 years of experience in providing high quality sell-side and economic research. She is currently Director & country head for Costa Rica and is responsible for managing key client relationships and delivering high-quality investment research services for leading sell-side and buy-side firms. Prior to joining Moody’s Analytics Knowledge Services, she worked at Banco Del Caribe in Venezuela, where she led the Strategy and Financial Planning team. She has carried out extensive consultancy work in strategy, economics, and finance in various Latin American countries including Venezuela, Ecuador, and Costa Rica. Miriam also serves as Board Director of the Costa Rican American Chamber of Commerce and is ranked among the top 100 Business Women in Latin America. She is a CFA charter holder and holds an MBA in Finance and Economics from INCAE and a Bachelor’s degree in Economics from Universidad Católica Andrés Bello in Venezuela. She also holds a certification in Business Excellence in Strategy, Innovation, and Negotiation from Columbia University.

Miriam Manrique

Director and Country Head Costa Rica

Pedro Armstrong

Director, Business Development, Americas

Pedro Armstrong is a Director at Moody’s Analytics Knowledge Services and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Moody’s, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.

Pedro Armstrong

Director, Business Development, Americas

Niladri Gangully

Director, Risk Management Services

Niladri currently heads the Risk Management Services team at Moody’s Analytics Knowledge Services. He has more than 12 years of experience in roles spanning risk analytics, quantitative research, and general management.

Adrian Wright

Head of Investment Banking, Private Equity and Consulting Business Development

Adrian leads Business Development across Investment Banking, Private Equity and Consulting clients in EMEA. He has been with the firm for four years, prior to which he spent 13 years working for Rothschild and RBS in London and Sydney. He has a deep knowledge of financial markets, having originated and executed over USD 50bn of ECM transactions across a wide range of sectors, products and geographies. He has extensive experience working with and advising the majority of Investment Banking coverage and product groups, and leading global Private Equity firms. Adrian holds a MA (Hons Oxon) in Philosophy, Politics and Economics from the University of Oxford.

Anish Ailawadi

Director, Global Head of Investment Banking

Anish has been with Moody's Analytics Knowledge Services for over 13 years and presently heads the Investment Banking vertical. He is based out of our Gurgaon office and oversees delivery teams and client engagements for various bulge-bracket banks, mid-size banks, regional banks, advisory and boutique firms across M&A, Industry Coverage, Debt Capital Markets, Equity Capital Markets, Loan Syndications and Leveraged Finance. During his tenure, he also set up a shared services center for one of his clients in India. Anish is a Chartered Accountant from the Institute of Chartered Accountants of India and has done his Bachelors in Commerce from Delhi University.

Chanakya Dissanayake

Director/Country Head, Sri Lanka

Chanakya has been with Moody’s Analytics Knowledge Services since the Colombo delivery center’s inception in 2003. He is currently the Country Head of the Sri Lanka delivery center. He was previously the Head of Strategic Initiatives, where he worked closely with the company's senior leadership team in seeking, evaluating, and overseeing the implementation of new ideas.

Miriam Manrique

Director and Country Head Costa Rica

Miriam has over 15 years of experience in providing high quality sell-side and economic research. She is currently Director & country head for Costa Rica and is responsible for managing key client relationships and delivering high-quality investment research services for leading sell-side and buy-side firms. Prior to joining Moody’s Analytics Knowledge Services, she worked at Banco Del Caribe in Venezuela, where she led the Strategy and Financial Planning team. She has carried out extensive consultancy work in strategy, economics, and finance in various Latin American countries including Venezuela, Ecuador, and Costa Rica. Miriam also serves as Board Director of the Costa Rican American Chamber of Commerce and is ranked among the top 100 Business Women in Latin America. She is a CFA charter holder and holds an MBA in Finance and Economics from INCAE and a Bachelor’s degree in Economics from Universidad Católica Andrés Bello in Venezuela. She also holds a certification in Business Excellence in Strategy, Innovation, and Negotiation from Columbia University.

Anushree Kokkalera

Director, Head - Quantitative Services and Structured Finance

Anushree leads the Quantitative Services and Structured Finance practice at MA Knowledge Services. She has over 14 years of experience in capital markets and technology services for investment banks and asset managers. Anushree has a proven track record of building and leading specialist cross cultural teams with expertise in derivatives research and modeling, portfolio analytics and structured finance. She has held various roles at MA Knowledge Services including account management, technology evangelism, product and business development. Prior to joining MA Knowledge Services, she worked with TCS for more than 3 years. She holds a master’s degree in management from University of Wales, UK and a bachelor’s degree in Computer Engineering from NMAMIT.

Pedro Armstrong

Director, Business Development, Americas

Pedro Armstrong is a Director at Moody’s Analytics Knowledge Services and leads business development efforts in the Americas for the Corporate and Commercial Banking, Buy-side, and Sell-side segments. He is responsible for managing key client engagements and works in partnership with capital market firms to provide customized solutions across research and analytics support, origination and lending support, and marketing and compliance support. He has been with the organization for 12 years, serving in various roles across Sri Lanka, Costa Rica, and now the US. Prior to joining Moody’s, he was a Central Bank Regulator at the Central Bank of Barbados. Pedro, who is a British Chevening Scholar, holds a Master’s degree (honors) in Banking and International Finance from Cass Business School, City University, London.

Chamara Gunetileke, CFA

SVP, Head - Quant Equity Strategy

Chamara leads the Quant Equity Strategy practice at MA Knowledge Services. Additionally, he oversees projects and assignments for Quantitative Services in Colombo. Chamara has over 14 years of experience in capital market research outsourcing across equity, fixed income, and quants. He currently mentors several teams on end-to-end equity strategy development from ideation and quantitative analysis/interpretation to professional research writing. Prior to this, he handled the scoping and execution of new equity and credit businesses at MA Knowledge Services, Colombo. He has provided offshore analyst support to equity and credit teams covering North America for large sell-side firms. Chamara is a CFA Charterholder and holds a bachelor’s degree in Science.

Sailaja Devireddy

Senior Vice President, Fund Marketing Services

Sailaja is a qualified Chartered Accountant and has over 14 years of work experience. She specializes in the capital markets domain, including equity research, fund solutions, and funds marketing support for asset managers and ETFs. She heads the Fund Marketing Services (FMS) team at Moody’s Analytics Knowledge Services and leads teams that provide end-to-end support to global asset managers on a variety of FMS activities.

Puneet Prakash

Senior Vice President, Product Head, Compliance Support

Puneet is the product head of the firm’s Compliance Services business unit. He is responsible for strategizing and creating optimal solutions for the firm’s Compliance clientele, globally. He has over 14 years of experience in financial services and knowledge offshoring. He has previously worked with firms such as TCS and WNS. Puneet holds an MBA (Finance & Marketing) from the Indian Institute of Management, Kozhikode and a Bachelor of Technology from the Indian Institute of Technology, India

Jehan Jeyaretnam

Senior Vice President, Head of Compliance Services

Jehan is global head of Compliance Services, serving buy- and sell-side clients. He was previously the head of global projects and transitions — equity, and led all inbound scoping requests and delivery solutions for buy- and sell-side clients. Jehan managed the setup and transition of several large engagements, including lift-and-shift of processes for clients across multiple work streams. He has over 17 years of experience in investment research and analysis, compliance, project management, audit control and systems implementation. He has led large projects and teams across multiple work streams and global locations and is a Certified Investment Advisor (Colombo Stock Exchange)

Rajesh Ramachandran

Head of Central Compliance

Rajesh heads the firm’s Central Compliance Services business unit and is responsible for setting up new central compliance practices managing client relationships, and ensuring overall delivery for the firm’s compliance clientele. He has over 13 years of experience in financial services and compliance offshoring. He previously worked in the compliance function of large global banks.

Sumit Chhabra

Global Head – Corporate, Consulting & Private Equity Services

Sumit heads the Corporates, Consulting and Private Equity vertical at Moody’s Analytics Knowledge Services. He is responsible for strategy formulation and implementation, innovation, business development as well as providing oversight to the delivery teams. He is also a part of governance teams for clients ensuring effective and efficient solutions for clients. He has more than 15 years of experience across diverse lines of services including Private Equity, Consulting, Market Research, Investment Banking, and Commercial Banking.

Nagakumar Somasundaram

Director, Capital Markets Technology Solutions

Nagakumar currently heads the Data and Technology Solutions Group for the Capital Market Services segments. He is responsible for transformation of business process services and operations through technology

Pradeepa Kuppusubramanian

Senior Vice President, Fixed Income and Credit Research

Pradeepa has over 13 years of work experience, including 11 years in fixed income and credit research. She heads the fixed income and credit research teams across our global delivery locations. Pradeepa has extensive experience in setting up, scaling, and managing buy-side and sell-side client engagements, and working closely with clients to meet their evolving needs and exceed their expectations. Her asset class expertise includes focus on complex high-yield, distressed and defunct issuers; and US Municipals. Prior to joining Moody’s Analytics Knowledge Services, she was an associate in the audit and business advisory wing of PricewaterhouseCoopers. Pradeepa is a Chartered Accountant and holds a bachelor’s degree in Commerce.

Shubha Vishwanath

VP, Macroeconomics

Shubha has over 12 years of experience in statistical data modeling, financial data analysis and analysis of data in market research. She has a strong grasp of statistical tools – SAS, R, SPSS, S-PLUS, RapidMiner and MS-Excel. She holds a Master of Science (Statistics) and Bachelor of Science (Statistics, Mathematics and Computer Science).

Manish Chandna

Senior Vice President – Corporates and Consulting Research

Manish heads research practice for Consulting and Corporate clients at Moody’s Analytics Knowledge Services. He has over 12 years of experience across variety of client engagements including consulting firms and other professional services firms. He is seasoned in on-boarding new clients and takes ownership of setting up new teams, delivery structure, value creation for clients and expanding product/regional coverage. Manish has been involved in various company level strategic initiatives.

Prabaldeep Paul

Senior Vice President – Corporate and Consulting Research

Prabaldeep leads the Strategy Research and Consulting practice at Moody’s Analytics Knowledge Services. He has over 11 years of experience working on assignments related to growth strategy formulation, go-to-market strategy, market entry and expansion (buy/build options), benchmarking, business transformation, process improvement, etc. He works closely with management, strategy, corporate development, competitive intelligence, innovation, procurement, and client teams across multiple industries.

Sumit Soni

Director – Market Research Services

Sumit heads Market Research Services at Moody’s Analytics Knowledge Services, responsible for managing innovation, market expansion strategy and continued enhancement of client returns. He has over 15 years of experience across multiple service lines, including consulting, market research, data analytics, strategic and business research, and financial services. He is an ESOMAR member.

Ramesh Tunga

VP, Data Management

Ramesh heads Data Management services at Moody’s Analytics Knowledge Services, responsible for driving projects on data collection, cleansing, maintenance, analytics and visualization to help asset managers and banks form informed business insights. He has rich experience across different asset classes and multiple service lines, including operations, market research, data analytics, and financial services.

Sriram Kovil

VP, Derivatives

Sriram leads the Derivatives/Mathematical Modelling sub group under the Quantitative Services practice at Moody’s Analytics Knowledge Services. He primarily works with banks providing support for derivatives pricing/valuation, model research/enhancements, financial market risk analysis, corporate hedging solutions, and pitchbook production. He has over 8 years of experience across service lines, including derivatives modeling, model risk validation, data analytics, statistical modeling and software development.

Pratap Singh

Senior Vice President, Private Equity

Pratap leads the Private Equity and Venture Capital practices at Moody’s Analytics Knowledge Services, responsible for managing and developing client relationships and overseeing multiple accounts. He has extensive experience in managing direct investments, primary fund investments, FoFs and complex secondary transactions. Over the last 11 years, he has been involved in more than 5,000 PE direct and FoFs deals.

Venkatesh VK

SVP, MS Office Solutions and Architecture

Venkatesh leads the Capital Markets Technology Solutions sub group under the Quantitative Services practice at Moody’s Analytics Knowledge Services. He primarily works with multiple clients providing support for developing automation tools/solutions aimed at enhancing productivity/efficiencies of the existing processes and to reduce the turnaround time and cost. He has over 15 years of experience in delivering solutions based on MS-Office Automations, Windows & Web Applications development and database project across multiple industries and service lines.

Shikha Singh

SVP, Head of Editorial Services

Shikha heads the Editorial Services team at Moody’s Analytics Knowledge Services. She also provides training support on regulatory- and content-related issues to editorial teams. Previously, Shikha has worked with Goldman Sachs, JPMorgan and Crisil Research. She has a post graduate degree in finance.

Zohair Haiderally

Senior Vice President and Delivery Manager

Zohair heads Moody’s Analytics Knowledge Services’ Forensic Analysis business, and is responsible for product innovation in the area of quality of earnings, corporate governance, and financial health checks. He has over 20 years’ experience in accounting and finance.

Priya Chakkingal

SVP, Head - Index Services

Priya has over 14 years of work experience, of which eleven years were in developing & maintaining fixed income benchmarks and multi-product indices. She has working knowledge of commodities, ABS, and equity indices. She holds a Master of Economics from the University of Southern California and Bachelor of Economics from the University of Mumbai.

Stevi Joseph

SVP, Portfolio Analytics

Stevi has over 9 years of experience in portfolio analytics, quantitative analysis, portfolio optimization, portfolio allocation, statistical arbitrage modeling, multi-factor modeling, and exchange-traded funds. He is well versed in EViews, MATLAB, Origin, SAS, Adobe Photoshop, PowerDirector, Mathematica, LabVIEW, C++ and Fortran. He holds an M.Sc and B.Sc in Physics.

Jalaj Jonker

Senior Associate Vice President, Compliance Analytics

Jalaj heads the Compliance Analytics team, with experience in anti-money laundering, customer due diligence, and market abuse prevention. He has worked in the areas of compliance, trading surveillance, and financial crime and information security and risk analytics. He holds a Bachelor of Engineering (Hons.) degree in Electronics and Communication.

Rahul Narsian

VP, Investment Compliance

 

Rahul manages the Investment Compliance division, and is responsible for expanding and stabilizing the investment compliance team and enhancing the client experience. He has 10 years of experience in asset management compliance. He previously worked with firms including AXA, Goldman Sachs, and JP Morgan Asset Management.

Hemant Pandey

SVP, Securitization

Hemant has over 10 years of experience in fixed income and research – Conducting credit analysis, developing cash flow models, rating securitized products (CLO/CDO and RMBS), performing investment analysis of CMBS deals and commercial real estate loans, structured finance research, providing fund management support, and engaging in stakeholder management. He holds MBA (Finance), Bachelor of Information Systems and certification in RICS.

Manjunath Pola

Senior AVP, KYC

Manjunath has over 10 years of experience in operations, KYC/AML, email surveillance and foreign exchange. He previously worked at Deutsche Bank, Thomson Reuters and Amicorp India Pvt. Ltd. At MA Knowledge Services, Manjunath oversees the KYC services under the compliance business unit and is responsible for transition of KYC projects for the firm’s Compliance clientele globally. Manjunath is a MBA in Finance and Marketing from Bangalore University.

Ramesh Punugu

Director

Ramesh has over 17 years of experience in global capital markets – research and investment banking. Prior to joining Moody’s Analytics Knowledge Services, Ramesh worked with the offshore research and analytics units of Crisil and iGate, managing sell-side research and investment banking teams for global clients. He started his career as an investment banker at Ind Global Financial Trust (currently part of Ernst & Young’s corporate finance practice in India), advising companies on M&A and capital raising. He holds an MBA and a bachelor’s degree in Technology.

Narendra Babu

SVP, Fund Marketing Services

Narendra has been with Moody’s Analytics since 2007. He has over 10 years experience in mutual funds, ETFs reporting and derivatives trading. At Moody’s Analytics, he is responsible for project transition and setting-up high-performing teams to support client reports, factsheets, pitchbooks, performance reports, and investment writing for global asset and wealth managers. He has worked with several asset managers to streamline their processes, helping them implement industry best practices and achieve process efficiencies resulting in significant cost reduction. Prior to joining Moody’s Analytics, he worked as Eurodollar trader. He holds master’s degree in management from Bangalore University.

Vimal Tripathi

SVP, Fund Marketing Services

Vimal is a fund marketing professional with over 11 years of experience in capital markets and the fund marketing industry. He is experienced in project transition, setting up and managing core functional teams supporting RFPs/RFIs, consultant databases and, preparation of marketing materials. He has worked with several asset managers at Moody’s Analytics Knowledge Services to streamline their processes, helping them implement industry best practices to achieve process efficiencies. Vimal holds a Bachelor’s degree in Finance

Fauzaan Farook

Vice President, Fund Marketing Services

Fauzaan manages multiple Fund Marketing Services teams in Colombo focusing on the Digital Marketing practice. Fauzaan has over 16 years of total experience in the software and capital markets industries. He currently manages the end to end delivery of Digital Marketing accounts at MA Knowledge Services. Fauzaan holds a Masters in Project Management specialising in Business Administration and is a PMP member, PMI, USA

Subhrojyoti Mandal

SVP, Commercial Lending

Subhro has been with Moody’s Analytics Knowledge Services for over six years. He has 12+ years of extensive experience in credit analysis in the commercial lending, counterparty and credit research space. Subhro manages transition of new clients encompassing the credit analysis function. He has extensive work experience in banking products, process and systems across the lending value chain for global corporate and commercial banks. He holds a Master of Commerce degree from Calcutta University.

Paripurna Panda

SVP, Business Development, Corporate & Commercial Banking

Paripurna has been with Moody’s Analytics Knowledge Services for over 12 years working across the firm’s offices in the US, UK, and India. She has led extensive solutioning engagements with commercial banks, investment banks, and consulting institutions. As part of her role, Paripurna works directly with Executive Management, Heads of Businesses, and COOs of these institutions to implement Moody’s Analytics Knowledge Services’ solutions. Paripurna is currently based in New York and is responsible for developing the firm’s Americas business within the corporate & commercial banking segment. Paripurna is Adkins, Matchett & Toy certified and holds a Bachelor of Commerce from Sri Ram College of Commerce.

Rajul Sood

Director, Commercial Lending Services

Rajul has been with Moody’s Analytics Knowledge Services for over a decade. She has extensive experience in investment banking analytics and commercial lending research services. Rajul heads the commercial lending practice and leads teams managing end-to-end activities across the lending value chain for global corporate and commercial banks. Apart from banks, the teams she oversees also have in-depth experience in working across different lending products, processes and systems for Fortune 100 companies, SMEs and real-estate businesses. She holds a Master of Finance and Control, and a Bachelor of Commerce from Delhi University.

Utpal Kumar Sengupta

SVP, Commercial Lending

Utpal has been with Moody’s Analytics Knowledge Services for over 10 years. He has extensive experience in investment banking, financial modeling and commercial lending research services. He is currently part of Project and Transition team. He has widespread experience in managing pilot accounts, on-boarding new clients, and ensuring knowledge transfer & transition. Along with Financial Spreading and Covenant Monitoring in SME and Large Corporate space, he also has in-depth experience in Leveraged Lending and Asset Based Lending. He is an MBA of Finance and a Bachelor of Science from Calcutta University.

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